BA

Brandon Michael Avery

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
191 advisors
Number of Clients
7,106 clients
Average Client Portfolio
$1K average
Assets Under Management
$8.7M

Fee Structure

FBL Wealth Management's fees are based on the specific program selected. Fees for investment management services through FBL Wealth Management are not detailed in this document. Fees for financial planning services and retirement plan services are mentioned but not detailed. Minimum investment amounts are required, but the specific amount is not disclosed in this section.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

5400 University Ave, West Des Moines, IA, 50266

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 2002
Final Disposition
Other Business ActivitiesSells Insurance

Brandon is a full-time insurance agent with Farm Bureau Life and Farm Bureau Property and Casualty since 2010, operating under Brandon Avery Agency, Inc. He also receives minimal compensation for referrals to Farm Bureau Bank and provides investment advisory and financial planning services through FBL Wealth Management, LLC.

Employment History
Current Registrations
Fbl Wealth Management, LLC
June 2024 - Present · 1 yr 7 mos
Fbl Marketing Services, LLCBroker
July 2011 - Present · 14 yrs 6 mos
State Registrations1 state
NE
AdvisorBrokerBoth
Exams
No exam information available for this advisor.